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Original filing (PDF)20251002161712NAL0000420819001
POLY-TAINER INC.
Form 5500
FILING_RECEIVED
POLY-TAINER INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
150
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLY-TAINER INC..
Plan sponsor
Name
POLY-TAINER INC.
EIN
95-2687185
Address
450 WEST LOS ANGELES AVENUE · SIMI VALLEY, CA · 930651646
Phone
(805) 526-3424
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
17 direct securities · 4 pooled funds· $8.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.2M
17 holdings
Common Collective Trust
$563K
3 holdings
Pooled Separate Account
$381K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2030 Fund Asset Allocation Mutual Fund | — | — | — | $1.3M | 16.4% | |
| BlackRock LifePath Dynamic Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1.0M | 12.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $779K | 9.5% | |
| BlackRock LifePath Dynamic 2045 Fund Asset Allocation Mutual Fund | — | — | — | $640K | 7.8% | |
| BlackRock LifePath Dynamic 2035 Fund Asset Allocation Mutual Fund | — | — | — | $604K | 7.4% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $542K | 6.6% | |
| BlackRock LifePath Dynamic 2040 Fund Asset Allocation Mutual Fund | — | — | — | $464K | 5.7% | |
| Fully benefit-responsive investment contract * Principal Fixed Income Guaranteed Option Guaranteed interest contract | — | — | — | $458K | 5.6% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $396K | 4.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $381K | 4.7% | |
| Janus Henderson International Alpha Equity Collective Fund Collective Investment Trust | — | — | — | $300K | 3.7% | |
| JANUS HND INT ALP EQ CF CL U GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $300K | 3.7% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $191K | 2.3% | |
| Fidelity Advisor Equity Growth Fund Mutual Fund | — | — | — | $160K | 2.0% | |
| Fidelity Advisor Small Cap Value Fund Mutual Fund | — | — | — | $132K | 1.6% | |
| Lazard Emerging Markets Equity Advantage Fund Mutual Fund | — | — | — | $126K | 1.5% | |
| BlackRock LifePath Dynamic 2055 Fund Asset Allocation Mutual Fund | — | — | — | $91K | 1.1% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $73K | 0.9% | |
| BlackRock LifePath Dynamic 2050 Fund Asset Allocation Mutual Fund | — | — | — | $61K | 0.8% | |
| BlackRock LifePath Dynamic 2060 Fund Asset Allocation Mutual Fund | — | — | — | $50K | 0.6% | |
| BlackRock LifePath Dynamic 2065 Fund Asset Allocation Mutual Fund | — | — | — | $12K | 0.1% |
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